|
551
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$527K
|
+$101K
|
+1,758
|
+23%
|
|
|
552
|
Synovus Financial
Columbus,
Georgia
|
$524K
|
+$63.9K
|
+1,111
|
+13%
|
|
|
553
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$519K
|
+$141K
|
+2,457
|
+35%
|
|
|
554
|
Beacon Pointe Advisors
Newport Beach,
California
|
$518K
|
+$138K
|
+2,391
|
+34%
|
|
|
555
|
Advisor Partners II
Walnut Creek,
California
|
$516K
|
-$34.1K
|
-593
|
-6%
|
|
|
556
|
Intrust Bank
Wichita,
Kansas
|
$509K
|
+$58.5K
|
+1,016
|
+12%
|
|
|
557
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$504K
|
+$1.96K
|
+34
|
+0.4%
|
|
|
558
|
DoubleLine ETF Adviser
Tampa,
Florida
|
$504K
|
+$32.6K
|
+566
|
+7%
|
|
|
559
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$501K
|
+$521K
|
+9,056
|
New
|
|
|
560
|
Caprock Group
Boise,
Idaho
|
$500K
|
+$169K
|
+2,933
|
+48%
|
|
|
561
|
Calton & Associates
Tampa,
Florida
|
$498K
|
+$518K
|
+9,006
|
New
|
|
|
562
|
Meeder Advisory Services
Dublin,
Ohio
|
$496K
|
-$73.8K
|
-1,283
|
-13%
|
|
|
563
|
Coldstream Capital Management
Bellevue,
Washington
|
$495K
|
+$193K
|
+3,357
|
+60%
|
|
|
564
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$495K
|
+$91.6K
|
+1,592
|
+22%
|
|
|
565
|
Atlas Financial Advisors
Oroville,
California
|
$494K
|
+$276K
|
+4,791
|
+115%
|
|
|
566
|
Biltmore Family Office
Charlotte,
North Carolina
|
$494K
|
–
|
–
|
–
|
|
|
567
|
Siemens Fonds Invest
Munich,
Germany
|
$490K
|
-$203K
|
-3,529
|
-28%
|
|
|
568
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$490K
|
-$27.1K
|
-471
|
-5%
|
|
|
569
|
|
$477K
|
+$496K
|
+8,626
|
New
|
|
|
570
|
Virtue Capital Management
Brentwood,
Tennessee
|
$476K
|
–
|
–
|
–
|
|
|
571
|
Legal Advantage Investments
Los Altos Hills,
California
|
$475K
|
-$23K
|
-400
|
-4%
|
|
|
572
|
Kestra Private Wealth Services
Austin,
Texas
|
$472K
|
-$95.6K
|
-1,661
|
-16%
|
|
|
573
|
Kendall Capital Management
Rockville,
Maryland
|
$470K
|
+$240K
|
+4,175
|
+97%
|
|
|
574
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$470K
|
+$14.7K
|
+255
|
+3%
|
|
|
575
|
Fund Management at Engine No 1
San Francisco,
California
|
$469K
|
+$44.3K
|
+769
|
+10%
|
|
